Remote Account Advisor: Build Trusted Client Partnerships

Nuvant Consulting Group; New York (NY); Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Paid time off

Flexible remote schedule

Career growth opportunities

Collaborative remote culture

Job summary

Nuvant Consulting Group is seeking a Remote Account Specialist to engage with individuals and small businesses, understanding goals and guiding them to suitable financial solutions. You’ll be a trusted advisor, building relationships and delivering personalized recommendations in a flexible remote setting.

In this role you’ll manage onboarding, maintain CRM records, and collaborate with teams to ensure client success, while enjoying competitive compensation, benefits, and growth opportunities in

Qualifications

• High school diploma or college degree preferred.
• Excellent communication and interpersonal skills.
• Comfortable working independently in a remote environment.

Responsibilities

• Connect with prospective and existing clients through calls, emails, and follow-ups.
• Learn about each client’s goals and provide personalized recommendations.
• Support clients through onboarding and ensure smooth product setup.
• Maintain accurate and detailed client records in CRM systems.
• Conduct periodic check-ins to provide ongoing support and strengthen relationships.
• Collaborate with internal teams to ensure client satisfaction and success.

Skills

Communication skills

Interpersonal skills

Organization

Remote work

Account management experience

Education

High school diploma

College degree

Job description

Nuvant Consulting Group is seeking a Remote Account Specialist to engage with individuals and small businesses, understanding goals and guiding them to suitable financial solutions. You’ll be a trusted advisor, building relationships and delivering personalized recommendations in a flexible remote setting.

In this role you’ll manage onboarding, maintain CRM records, and collaborate with teams to ensure client success, while enjoying competitive compensation, benefits, and growth opportunities in